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SPDR S&P Dividend ETF

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1001
Compass Wealth Management
Connecticut
$65.6K
AA
1002
Addison Advisors
Vermont
$64.1K -$17.6K -142 -22%
HIA
1003
Harbor Investment Advisory
Maryland
$64.1K
AW
1004
Avion Wealth
Texas
$64K +$1.98K +16 +3%
PSB
1005
Piscataqua Savings Bank
New Hampshire
$63.7K
AIM
1006
Arcadia Investment Management
Michigan
$62.6K +$6.56K +53 +12%
TCA
1007
Trifecta Capital Advisors
Illinois
$61.9K
M
1008
MOTCO
Texas
$60K -$51.3K -415 -46%
CSWM
1009
Cassady Schiller Wealth Management
Ohio
$59K
MSFP
1010
Mark Sheptoff Financial Planning
Connecticut
$58.8K
CT
1011
Clearstead Trust
Maine
$58.8K +$58.8K +475 New
MFA
1012
Morling Financial Advisors
California
$58.6K +$124 +1 +0.2%
BCMLT
1013
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.3K
BCM
1014
Bourgeon Capital Management
Connecticut
$53.9K
MHR
1015
Matthew Hamilton Rosenberg
$53.6K
GWANC
1016
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.2K
BFO
1017
Biltmore Family Office
North Carolina
$47.6K
FAM
1018
Family Asset Management
South Carolina
$47.3K +$43.7K +353 +1,217%
PP
1019
PrairieView Partners
Minnesota
$46K
AA
1020
AlphaMark Advisors
Kentucky
$45K
FCMT
1021
Founders Capital Management (Texas)
Texas
$45K
CJL
1022
Cyrus J. Lawrence
New York
$45K
AssetMark Inc
1023
AssetMark Inc
California
$43.7K -$115M -929,800 -100%
PCM
1024
Perritt Capital Management
Illinois
$42.8K
RA
1025
Rise Advisors
New York
$42.8K +$247 +2 +0.6%